Re: moving IRA with 72T SEPP
It would be nice it was just a matter of the numbers used to set up the 72T, but after a couple of go arounds with the retirement folks at Vanguard, he specifically told me it was they don't want to be involved with the tax issue about whether this causes the past withdrawals to be disqualified.
I did post on the 72T board, and got advice to do a transfer and I shouldn't have any problems. Mention of a 5329 form, so I will have to check last year's taxes (lazy, don't do my own). I have a question in to my tax guy too....
Was hoping someone here might have done this before and didn't have a problem. I think I will proceed anyways. It will be interested what other little issues come up with the transfer. It's a large enough amount that I have a Vanguard transfer specialist helping out. Now I really will have to pick an asset allocation!